Jacky Lam Email & Phone Number

United Kingdom

United Kingdom

As a part of regional marketing team to drive marketing campaign with Europe markets.

Guildford, England, United Kingdom

I am acting as an overall project manager to plan, drive and monitor all the project activities. Given the academic environment has no PM structure, I am shaping the project into a proper way step-by-step. The major stakeholders include dentists from King’s College, AI experts from UoS, medical IT experts from NHS and some advisors from general public and.

Hong Kong SAR

• As an overall project lead to deliver from scratch the mobile application of First Robo Advisory Service of Wealth among Hong Kong digital banks which costed over £2.8million.
• Without a PM guideline from the bank, I have tailor-made a lean but proper hybrid PM practice for this very young bank. As such, the project has properly gone through requirement collection, mobile app design.
• To conquer in this start-up like working environment, I have ensured everyone, C-Levels and working level, always clear on the next steps, the risk that we were facing and align on the progress and opportunity of the.
• Challenges that I have overcome include defining a workable plan while there is no prior example to follow, severe resource shortage, progressive business logics finetuning, unstructured organization, unreliable.

• As a project lead from Hong Kong to adopt Group solution and launch local generated projects.On the wealth management side, I have launched the product WealthPro, a pilot product from group, which allow retail.
• It’s a flagship project of the year and I have picked up in the middle of development. Risks and issues have been identified and cleared with the steering committee. I have also coached the product and testing teams.

• Overseeing and delivering all wealth and insurance related projects with my 3 subordinates from requirement collection till post implementation support. Major projects are as follow:
• Wealth Product Risk Disclosure Process Re-engineering: This project saved 2000 hours per year or 30% of time of each risk disclosure process to the bank with significant improvement on sales quality. We have analyzed.
• Financial Health Check: This is a light and fancy tool to uncover the customers’ protection need in few seconds. Partnered with respective global business owner to derive this project from idea stage to prototype then.

• To drive various initiatives on wealth and insurance operation to facilitate the implementation of global strategy.Custodian Model: I have led an international multidisciplinary team (10+), i.e. business, operation &.

• This role aimed to migrate various fund accounting records from a legacy platform to a new one.
• I have initiated the project to migrate 2 sets of Pension (MPF) portfolio (10 & 114 funds respectively) by reviewing the business requirement, defined the end-to-end procedures of the transition, liaised with various.

• I was the work stream lead of End User Computing(EUC) which is a part of a 4-year fund accounting and valuation platform migration.
• My team worked as a gatekeeper of all EUC requests. By coaching 3 business analysts, we analyzed the requests, drafted functional requirements, agreed prioritization with stakeholders, arranged delivery with IT and.
• One of the major projects was financial billing of funds which aid finance operation to collect all fee income data. More than 100 man-days on development.

• One of the key project managers to roll out an origination system to various Asia countries. The origination system handles applications of various products, i.e. Credit Card, Personal Loan, Car Loan and SME Loan.
• I have rolled the system to Vietnam, India, Indonesia, Bank of Ekonomi and Malaysia. For each country, I have worked with the local business owner to plan and execute according to the HSBC PM standard. To Vietnam: This.

Mba

Mba

Education record

Bachelor, Electronic Engineering